SK Telecom

SKT – Q1 23 Quick Take: In-line revenue; good EBITDA beat

5G capex has peaked and 6G is years away, capex in decline; final piece of the bull thesis for Asian Mobile Leaders in place

Asian Telcos - 5G capex has peaked in Asian Mobile Leaders

Feedback from Asian Telco Tour. Were bullish. Are more bullish, especially in Asian DM - Global Weekly Review

South Korean Telcos - Q4 22 review: Slower top-line, better EBITDA trend, improving shareholder remuneration